Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 04-30-2024 | 03-31-2024 | 219 | 334,319,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $13,337,314 | 78,441 | 0.00 | 0.00 | -59,603 | -43.18 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $12,874,782 | 30,324 | 0.00 | 0.00 | 1,435 | 4.97 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $8,878,396 | 9,825 | 0.00 | 0.00 | 1,214 | 14.10 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 4 | $6,764,152 | 45,821 | 0.00 | 0.00 | -45 | -0.10 | 03-31-2024 |
